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- Tasks: Support financial advisers and assist high-net-worth clients with their financial needs.
- Company: Leading financial planning firm in Newcastle upon Tyne with a strong reputation.
- Benefits: 10% pension contribution, private medical cover, and industry-leading training.
- Why this job: Kickstart your career in finance with excellent training and client interaction.
- Qualifications: Experience in Wealth Planning or Financial Services and strong client service skills.
- Other info: Great progression opportunities in a supportive team environment.
The predicted salary is between 30000 - 42000 £ per year.
A leading financial planning firm in Newcastle upon Tyne is seeking a Financial Planning Administrator to support its team. The ideal candidate will have experience in Wealth Planning or Financial Services and possess strong client service skills. In this role, you will work closely with advisers and assist HNW clients with their financial needs.
The company offers industry-leading training and excellent benefits including a 10% pension contribution and private medical cover.
Wealth Planning Administrator: Training, Study Support & Progression in Newcastle upon Tyne employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning Administrator: Training, Study Support & Progression in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry, especially those who work at firms you're interested in. A friendly chat can open doors and give you insider info on job openings.
✨Tip Number 2
Prepare for interviews by researching the company and its values. We want you to show how your skills align with their mission, especially in client service and wealth planning. Tailor your answers to reflect what they’re looking for!
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to build confidence. Focus on common questions in the financial services sector and be ready to discuss your experience with HNW clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Wealth Planning Administrator: Training, Study Support & Progression in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in Wealth Planning or Financial Services. We want to see how your skills align with the role, so don’t be shy about showcasing your client service abilities!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can contribute to our team. Keep it engaging and personal – we love a bit of personality!
Showcase Relevant Experience: If you've worked with HNW clients before, make sure to mention it! We’re looking for someone who understands their unique needs, so any relevant experience will definitely give you an edge.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Eden Rose
✨Know Your Wealth Planning Basics
Before the interview, brush up on your knowledge of wealth planning and financial services. Familiarise yourself with key concepts and terminology that are relevant to the role. This will not only show your enthusiasm but also demonstrate your understanding of the industry.
✨Showcase Your Client Service Skills
Prepare examples from your past experiences where you provided exceptional client service. Think about specific situations where you went above and beyond for a client, especially in high-net-worth scenarios. This will help you illustrate your ability to meet clients' financial needs effectively.
✨Ask Insightful Questions
Interviews are a two-way street, so come prepared with thoughtful questions about the company’s training programmes and career progression opportunities. This shows that you’re genuinely interested in growing within the firm and value their commitment to employee development.
✨Dress the Part
First impressions matter, especially in the financial sector. Make sure to dress professionally for your interview. A smart outfit not only boosts your confidence but also reflects your seriousness about the position and respect for the company’s culture.
